SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)813,494,847.0
- RAUM (discretionary)735,760,545.0
- Actionable assets374,671,657.0
- Accounts (total)3,587.0
Institutional Clients
- Government AUM—
- Pension AUM8,942,434.0
- Charitable AUM3,457,023.0
- HNW AUM340,117,290.0